Hoxton Wealth (USA) LLC provides personalized investment management and investment advice for individuals, with a particular focus on United Kingdom expatriates needing help with international pension transfers into Self-Invested Personal Pensions. Hoxton Wealth builds asset allocation models using exchange-traded funds and mutual funds to match various risk levels, operating primarily on a non-discretionary basis where clients must approve trades before they are executed. The firm maintains its principal place of business in Orlando, Florida, with advisors located across the United States and internationally. Hoxton Wealth partners with major brokerage custodians like Charles Schwab, Interactive Brokers, and Pershing to safeguard client assets and execute trades.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Ongoing advisory fee is up to 1.75% for asset management accounts and up to 1.50% for UK pension accounts. Passive portfolios include an additional 0.10% to 0.25% portfolio management fee. Fees are negotiable.